Page 78 - Unanet AE: Administering the System

LESSON 9: CREATING AND MANAGING ANALYTIC

DASHBOARDS

Learning Objectives

Summarize how to create and manage Analytic Dashboards.
• Recall the moving parts associated with Analytic Dashboards.
• List the applet permissions necessary to work with Analytic Dashboards.
• Explain how to download an Analytic Model from Marketplace.
• Recall how to use the Analytic Dashboard Designer tool.
• Summarize how to grant permissions to an analytic dashboard.

Analytic Dashboard – Moving Parts Overview

Analytic Dashboards are built on the components of data and design. Similar to reports,
Analytic Dashboards rely on a dataset (Analytic Model). Each model contains a query
that draws from the data source.

Analytic Models provide the data for designing dashboards using the built-in Analytic
Dashboard Designer. Created dashboards are then managed in the Analytic
Dashboards applet and distributed through Dashboard Groups.

Component Description
Permissions Govern user access to applets, models, and dashboards.

Data Source The source of data used in Analytic Dashboards. Defaults to
Unanet AE, but third-party data sources are supported.
Analytic Models Datasets used to design dashboards. Unanet AE optimized
models are available in Marketplace. Additionally, models can
be built via Query Builder and managed with Dashboard
Queries Manager.

Analytic Dashboard Design tool for creating Analytic Dashboards.
Designer

Analytic Applet used for managing Analytic Dashboards.
Dashboards applet

Dashboard Groups Used to allow access to Analytic Dashboard views.

Lesson 9: Creating and Managing Analytic Dashboards ©2022 Unanet. All rights reserved. 78